Reporting and Analytics

Trust your data

Closed deals are good for measuring success, but they don’t answer the question of how you got there. Get clear insights into your sales process as well as individual and team performance.

Email Activity Report

The Email Activity Report puts the power in your hands to see all data pertaining to your own tracked email activity, as well as that of your team. View sent, open, and reply rates for both you and your team(s) and sort by reporting period, team, and metric to learn as much as you can so that you and your team can improve together. Custom dates and advanced filters (like the ability to exclude colleague events) makes this report very customizable.?

Template Report

The Template Report gives you the ability to view all data pertaining to your Templates use, including sent, open, and reply rates. Sort by reporting period, team, and metric in a way that makes the most sense to you. The ‘By User’ tab shows how you and each of your team members are performing when it comes to Templates. The ‘By Template’ view breaks down the report by individual Template to show you what’s working and what’s not. Custom dates and advanced filters (like the ability to exclude colleague events) makes the Template Report even more precise.?

Recipient Engagement Report

This report shows you how each of your individual recipients is engaging with your emails, so you can base your follow-up on who is engaging and who isn’t. The report is broken down recipient-by-recipient and can be sorted by Recipient, # of Engaged Emails, # Opens, # Link Clicks, # Attachment Views, and Most Recent Event. Choose from a variety of date ranges to see which of your recipients are the most engaged and which need extra attention.